FIM
FMHI icon

FWL Investment Management’s First Trust Municipal High Income ETF FMHI Stock Holding History

FWL Investment Management’s Portfolio FMHI Stock Details FMHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.03K Buy
+145
New +$6.98K ﹤0.01% 334
2025
Q2 		– Sell
-546
Closed -$26.1K – 334
2025
Q1 		$26.1K Sell
546
-625
-53% -$30.2K 0.01% 176
2024
Q4 		$56.5K Hold
1,171
– – 0.02% 141
2024
Q3 		$57.8K Buy
+1,171
New +$57.4K 0.02% 113

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

FWL Investment Management's FMHI Position: Q2 2026 in Review

FWL Investment Management opened a new position in First Trust Municipal High Income ETF (FMHI) in Q2 2026: 145 shares worth $7.03K. The stake represents ﹤0.01% of the portfolio and ranks #334 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in FMHI as recently as Q1 2025.

FWL Investment Management first reported a position in FMHI in Q3 2024 and has held it in 4 quarters since. The position peaked at $57.8K in Q3 2024. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • FWL Investment Management held 145 shares of First Trust Municipal High Income ETF worth $7.03K as of Q2 2026.
  • First Trust Municipal High Income ETF was a new FWL Investment Management position in Q2 2026.
  • First Trust Municipal High Income ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #334 holding.
  • FWL Investment Management first reported a position in First Trust Municipal High Income ETF in Q3 2024 and has held it in 4 quarters since.
  • FWL Investment Management's First Trust Municipal High Income ETF position peaked at $57.8K in Q3 2024.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.